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Market Vectors Etf Tr Pfd Sec shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of Market Vectors Etf Tr Pfd Sec (PFXF) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning investment in Market Vectors Etf Tr Pfd Sec

Tip: Access up to 7 years of quarterly data

All positions including Market Vectors Etf Tr Pfd Sec held by Cassady Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Market Vectors Etf Tr Pfd Sec by Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $734k 42k 17.66

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Capital Group Core Balanced SHS (CGBL)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding Market Vectors Etf Tr Pfd Sec

LPL Financial
Raymond James Financial
Wells Fargo & Company
State of Wisconsin - Board of Commissioners of Public Lands
Mml Investors Services
Tanager Wealth Management
Wealth Intelligence
UBS Group
Good Steward Wealth Advisors
Envestnet Asset Management
Dougherty & Associates
Commonwealth Equity Services
Level Four Advisory Services
Carmel Capital Partners
Park Avenue Securities

View all funds holding Market Vectors Etf Tr Pfd Sec